James Robert Mcmiller

37 Years of Experience

3 Disclosures

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable Giving

Fourstar Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

41 advisors

Number of Clients

1,314 clients

Average Client Portfolio

$944K average

Assets Under Management

$1.2B

Fee Structure

Location

1 N. Lasalle Street, Suite 2225, Chicago, IL, 60602

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

October 2008

Final

Customer Dispute

May 2008

Settled

Customer Dispute

July 2007

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

James is a partner and consultant for Kennedy Mining, a crypto currency mining and development company. He spends about 10-20% of his time as a consultant and minimal time as a partner.

Employment History

Current Registrations

Fourstar Wealth Advisors, LLC

March 2024 - Present · 1 yr 11 mos

Newbridge Securities CorporationBroker

November 2009 - December 2014 · 5 yrs 1 mo

United Planners' Financial Services of America a Limited PartnerBroker

September 2006 - August 2009 · 2 yrs 11 mos

Woodbury Financial Services, INC.Broker

September 2004 - October 2006 · 2 yrs 1 mo

Sunamerica Securities, INC.Broker

May 1992 - October 2004 · 12 yrs 5 mos

Anchor National Financial Services, INC.Broker

January 1992 - May 1992 · 4 mos

Protective Equity Services, INC.Broker

June 1990 - January 1992 · 1 yr 7 mos

Aal Distributors INC.Broker

June 1987 - March 1990 · 2 yrs 9 mos

State Registrations2 states

TXWI

Advisor

Exams

No exam information available for this advisor.